Director, FA Sales

The primary work location for this role is Berwyn with a hybrid work model.

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

The Team You’ll Join

You’ll join a high-performing sales organization focused on driving adoption of Envestnet’s Managed Accounts platform across Regional and National Accounts. This team plays a critical role in generating pipeline, supporting revenue growth, and strengthening advisor engagement. As Director, FA Sales, you will lead a team of Associate Regional Consultants responsible for prospecting, campaign execution, and delivering qualified opportunities. You’ll partner closely with sales leadership and cross-functional teams in a fast-paced, performance-driven environment centered on accountability, collaboration, and continuous improvement.

How You’ll Contribute

• Provides leadership and oversight for a team(s) responsible for driving growth by building and managing relationships with financial advisers (FAs) and advisory firms.
• Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives.
• Drives platform adoption, advisor acquisition and asset growth across territories by optimizing sales processes, territory coverage and client engagement models.
• Coaches and develops team members on pipeline management, deal strategy, client engagement, sales acumen, product expertise, and consultative engagement skills.
• Provides structured coaching through regular 1:1s, call reviews, and in-field development, while building individualized development plans, succession planning, and talent strategies.
• Fosters a high-performance, inclusive culture centered on accountability, execution, growth, communication, recognition, and leadership visibility.
• Monitors sales performance, forecasts revenue,